The stats tell the story: 64% of High Net Worth (HNW) individuals expect their future wealth-management relationship to be digital; so much so, that nearly two-thirds would replace their current firm unless it’s skilled at digital outreach through integrated channels1 So here's the question: What are you doing to ensure that your marketing is crafted precisely, deployed proactively, and targeted to reach the right people at the right time?
As a leading brand marketing and consulting firm, focused exclusively on financial services, The Rudin Group is uniquely equipped to help you prosper from these profound shifts in client expectations. Years of immersion in the HNW market, and a network of professional contacts that reaches into the highest levels of wealth management, have honed our understanding of the attitudes and behaviors of HNW communities. We use this understanding to connect our clients to affluent individuals through a proprietary brand ecosystem: a codified and compliant system of cross-channel insights and assets distributed to the right person, through the right channel, when most relevant. Our work will position you as an indispensable advisor, build brand awareness, and fuel top-line growth.
Today, it takes an ecosystem
An Engine for Engagement
The Rudin Group Brand Ecosystem
Thought Leadership
We mine your intellectual capital, expertise, know-how and industry knowledge to develop the insights we'll use to differentiate your brand through meaningful content that helps position you as a thought leader.
Content Development
We explore industry trends, market perceptions and the decision drivers that fuel your messaging. We develop modular, compelling, and compliant tools that allow you to attract and engage with your ideal clients and prospects.
Distribution
Your messaging needs to reach the right people on the right platforms. From HNW individuals to key centers of influence, we create the systems and processes that broadcast and reinforce your message through owned, paid and earned channels, both on and offline.
Feedback
Here's where metrics count. By mining the back-end analytics, we optimize the program or campaign, continually tweaking and modifying platforms, messaging and design to ensure maximum visibility that drive your clients to action.
Engagement
The Rudin Group’s Brand Ecosystem gets the conversation started and keeps it going with your target audience: the Babyboomer and NextGen HNW markets. With our unmatched combination of experience, talent, skills and creativity, we'll translate your strategic objectives into real-world results: client acquisition, retention, and increased AUM.
Separating the News from the Noise
The Rudin Group operates at the intersection of fintech, affluence and next-gen. With our finger on the pulse of digital marketing, we are experts in curating and delivering trending news, intelligence and data from multiple partners directly to those who need it. We can make your brand top of mind among baby boomers and next-gens alike.
Featured content by April and The Rudin Group
January 10, 2023
Direct Investing Issues That Are Top Of Mind For Family Offices
Among the smaller SFOs and FEs with less than $250 million in assets, the level of concern was higher (73%).
January 05, 2023
Understanding Your Piece Of An Investor’s Pie
For financial advisors, the trick is learning to suss out the hidden pieces of a client’s portfolio, and understanding why an investor approaches their assets the way they do.
December 15, 2022
Family Offices: Finding Common Themes Can Guide Advisors’ Support
It will also be critical to demonstrate, using the ample evidence available, that companies that are mindful of these issues can perform better.
December 02, 2022
Moving Past Don Draper: Six Tips To Modernize Your Wealth Management Marketing
Be mindful of all the subtle messages your visuals send. Modernize your marketing and audit yourself at least once a year!
October 31, 2022
Put Your Money Where Your Mouth Is - Investing With Purpose
Chouinard has long been vocal and active when it comes to environmental awareness, and his decision to have his company further these ambitions should come as no surprise.
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April speaks regularly at important industry events on wealth trends, fintech, and marketing to the next gen. For more on speaking engagements, contact us: